Mother-son team build solid financial services niche

With a model of transparent client communication, early and often, Roxane Kronon Galati and Jeff Galati landed on a winning formula.

Stefania Pifferi. Jeff Galati and Roxane Kronon Galati were recently promoted to help oversee private wealth management at Naples-based Capital Wealth Advisors.
Stefania Pifferi. Jeff Galati and Roxane Kronon Galati were recently promoted to help oversee private wealth management at Naples-based Capital Wealth Advisors.
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When Jeff Galati decided to take his dog to the park one weekend four years ago, he didn’t know it would wind up being a major career move. But as Galati was crossing Goodlette Road in Naples, Kevin Erndl just happened to drive by.

 

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